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May 13, 2008

DuPont To Enter Thin Film Amorphous Silicon Market

Per DuPont press release:

DuPont (NYSE: DD) announced that it will soon begin construction on a research center in Hong Kong and a manufacturing facility in Shenzhen to support the rapidly growing photovoltaic (PV) solar energy industry. . . .

DuPont expects growth in the photovoltaic market to exceed 30 percent in each of the next several years. The company has made significant investments in product development and capacity expansions to help keep pace with the demand.

Accelerating its capability to meet emerging materials requirements is critical for DuPont, which has long been a leading supplier of materials primarily serving the crystalline silicon (c-Si) cell and module markets. The expansions in Hong Kong and Shenzhen will provide new offerings to serve the amorphous silicon (a-Si) thin film market.

Thin film technology is well-suited for large-scale utility applications such as "solar farms" and industrial installations. The growth rate for thin film is projected to be approximately twice as high as demand for c-Si, and DuPont expects this increase to drive specifications for both new and existing products that serve the thin film industry.

This announcement is important because it shows that Dupont recognizes that the PV market is significant and growing. It can bring its manufacturing expertise to produce low cost products for the fastest growing segment of the solar PV market. Locating the manufacturing facility in Shenzhen takes on the Chinese manufacturers on their home turf.

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Do what denmark does?
Have local black smiths make machines that extract oil from rape seed and other bio mass, build wind and water turbines, supplemental solar for hot water heating and some electric and make smart electric cars that get 200 MPC+. Or go high tech ,make a bunch of quantum energy converters based on graphene, carbon nano tubes, and ions from long lived sources and what not.. Republican option go nuclear with neutron wave reactors use low level fusion to dispose 99% of dangerous waste. Or obama energy plan drill the coast dry of petrol and pump the co2 under ground to pump more oil and old king coal.

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Emerging materials are already a huge industry in Asian markets like China, therefore DuPont couldn't have missed this opportunity for development. It's great for everybody, end consumers or entrepreneurs.

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Thin film technology is well-suited for large-scale utility applications such as "solar farms" and industrial installations. The growth rate for thin film is projected to be approximately twice as high as demand for c-Si, and DuPont expects this increase to drive specifications for both new and existing products that serve the thin film industry.

We believe in the power of science to dramatically improve people’s lives—and protect the planet we all share. Our science is helping transform the sun’s potential into clean, efficient energy the world needs to thrive.

Like any new solar technology, amorphous silicon production has higher startup costs than more common technologies that use materials such as silicon. But the costs should come down with mass production, and structurally, amorphous silicon thin films are simpler than other thin film technologies.

Something that most people don't realize is that all of the minerals needed used for viable energy alternatives are in China. The US has not expanded its infrastructure in years and we just flat out don't have the amount anymore. PV panels are the best alternative, but not if China ends up owning all of the hard materials needed!

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If you compare literacy, health, life expectancy by ethnic groupings and SES, the US does quite well. In other words, Americans of European descent compare well to Europeans, Americans of African descent compare well to Africans, etc. etc.